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Tara O'Hagan

@Rothschild & Co Wealth Management Uk Ltd

Latest period2024 - Q4ReportedManaged Assets$5.695BTotal holdings31
Assets growth rate-9.53%Assets growth rate (2-Q avg)-1.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rothschild & Co Wealth Management Uk Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Rothschild & Co Wealth Management Uk Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.695B in assets, with a quarterly growth rate of -9.53% and a 2-quarter average growth rate of -1.15%. The portfolio is managed by Tara O'Hagan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VPLVanguard Intl Equity Index F
Recent Activity
Exited
0%
$4.235M
54,030 shares@ $78.4 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$1.382M
2 shares@ $691180.0 avg price
VSGXVanguard World Fd
Recent Activity
Exited
0%
$267,076
4,342 shares@ $61.51 avg price